Kaushik predicts the on-prem-vs-cloud framing will disappear as hybrid becomes default and 'AI factory' stops being a special budget line, with physical AI (robots with agentic-level capability) as the next frontier. ✦ AI generated
Kaushik Shirhatti · The TWIML AI Podcast · 2026-07-02 · original ↗
starts at this moment · 14:16
“If we look back in a couple of years at what we've, what we're doing today as we build out AI infrastructure, what will seem quaint or crazy?”
I think this whole on-prem versus cloud debate, I think, will be like, 'What were we thinking?' I think customers are gonna choose hybrid. They are gonna smart enough to pick what workloads go on cloud, which one will go on prem... just like we don't ask whether we need email servers, we're not gonna ask, do we need AI factories?
verbatim transcript · starts at 14:16
14:16Kaushik? For me, I think, I think this whole on-prem versus cloud debate, I think, will be like, "What were we thinking?" I think customers are gonna choose hybrid. They are gonna smart enough to pick what workloads go on cloud, which one will go on prem. This project-oriented view of AI, I think, will go away. And, just like we don't ask whether we need email servers, we're not
14:39gonna ask, do we need AI factories? Should we put AI factories in our budget next year?" I think that would be, like we'll look back and say "Oh, we used to think that way." and then the last thing is just like how we feel about gen AI versus agentic AI now. I think physical AI is gonna be around the corner, and physical AI, when these machines and
15:02robots have all the power and capability of like agentic AI, we're gonna look back at this time and say, "Oh, is that, remember the time when we were like all excited about agentic AI?" it's pretty exciting times ahead. Kaushik, Thierry, thank you both for joining me for this special edition of the Twiml Briefing Room. Thank you so much. Thank you. Thank you.